What is the 5-year rolling return of LIC MF Large & Mid Cap Fund?

Across 1,639 overlapping 5-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 16.29% a year, with a median of 16.63%. The best 5-year stretch returned 28.13% a year and the worst returned 3.86%.

Has LIC MF Large & Mid Cap Fund ever lost money over 5 years?

No. Every one of the 1,639 5-year holding periods in this fund's history ended in profit. The weakest returned 3.86% a year, for someone who invested on 6 April 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of LIC MF Large & Mid Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 16.29% a year on the Direct plan against 14.62% on the Regular plan, a difference of 1.67% a year.

What is the 1-year rolling return of LIC MF Large & Mid Cap Fund?

Across 2,623 overlapping 1-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 16.77% a year, with a median of 12.34%. The best 1-year stretch returned 75.45% a year and the worst returned -21.21%.

What is the 3-year rolling return of LIC MF Large & Mid Cap Fund?

Across 2,132 overlapping 3-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 16.30% a year, with a median of 17.02%. The best 3-year stretch returned 27.98% a year and the worst returned -1.94%.

What is the 7-year rolling return of LIC MF Large & Mid Cap Fund?

Across 1,143 overlapping 7-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 16.02% a year, with a median of 16.02%. The best 7-year stretch returned 18.84% a year and the worst returned 13.12%.

What is the 10-year rolling return of LIC MF Large & Mid Cap Fund?

Across 405 overlapping 10-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 15.97% a year, with a median of 16.07%. The best 10-year stretch returned 18.19% a year and the worst returned 13.53%.

LIC Mutual Fund

LIC MF Large & Mid Cap Fund — rolling returns

Large & Mid Cap · NAV data as of 16 October 2026

2,866 daily NAV records since 26 February 2015

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,639 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 26 February 2015 to 16 October 2026

Average rolling return

16.29%

Windows computed

1,639

Median return

16.63%

Standard deviation

4.70%

Best 5-year window

28.13%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

3.86%a year

Invested 6 Apr 2015 · exited 3 Apr 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (1,639 of 1,639)
Above 8%: 96.5% (1,581 of 1,639)
Above 12%: 80.7% (1,323 of 1,639)
Above 15%: 58.8% (963 of 1,639)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 329 of 1,639 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for LIC MF Large & Mid Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	16.77%	16.30%	16.29%	16.02%	15.97%
Median	12.34%	17.02%	16.63%	16.02%	16.07%
Minimum	-21.21%	-1.94%	3.86%	13.12%	13.53%
Maximum	75.45%	27.98%	28.13%	18.84%	18.19%
Std deviation	19.01%	5.52%	4.70%	1.13%	0.90%
Consistency
Above 0%	79.72%	99.11%	100.00%	100.00%	100.00%
Above 8%	59.17%	91.09%	96.46%	100.00%	100.00%
Above 12%	50.67%	82.60%	80.72%	100.00%	100.00%
Above 15%	44.03%	68.53%	58.76%	80.31%	86.42%
Coverage
Windows computed	2,623	2,132	1,639	1,143	405

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.67% a year more than Regular.

5-year rolling returns for LIC MF Large & Mid Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	16.29%	14.62%
Best window	28.13%from 23 Mar 2020	26.29%from 23 Mar 2020
Worst window	3.86%from 6 Apr 2015	2.55%from 6 Apr 2015
Windows computed	1,639	1,639

Common questions about LIC MF Large & Mid Cap Fund

What is the 5-year rolling return of LIC MF Large & Mid Cap Fund?: Across 1,639 overlapping 5-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 16.29% a year, with a median of 16.63%. The best 5-year stretch returned 28.13% a year and the worst returned 3.86%.
Has LIC MF Large & Mid Cap Fund ever lost money over 5 years?: No. Every one of the 1,639 5-year holding periods in this fund's history ended in profit. The weakest returned 3.86% a year, for someone who invested on 6 April 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of LIC MF Large & Mid Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 16.29% a year on the Direct plan against 14.62% on the Regular plan, a difference of 1.67% a year.
What is the 1-year rolling return of LIC MF Large & Mid Cap Fund?: Across 2,623 overlapping 1-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 16.77% a year, with a median of 12.34%. The best 1-year stretch returned 75.45% a year and the worst returned -21.21%.
What is the 3-year rolling return of LIC MF Large & Mid Cap Fund?: Across 2,132 overlapping 3-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 16.30% a year, with a median of 17.02%. The best 3-year stretch returned 27.98% a year and the worst returned -1.94%.
What is the 7-year rolling return of LIC MF Large & Mid Cap Fund?: Across 1,143 overlapping 7-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 16.02% a year, with a median of 16.02%. The best 7-year stretch returned 18.84% a year and the worst returned 13.12%.
What is the 10-year rolling return of LIC MF Large & Mid Cap Fund?: Across 405 overlapping 10-year holding periods between 26 February 2015 and 16 October 2026, the Direct plan of LIC MF Large & Mid Cap Fund returned an average of 15.97% a year, with a median of 16.07%. The best 10-year stretch returned 18.19% a year and the worst returned 13.53%.

Compare with other funds

Other Large & Mid Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.